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Invesco Preferred ETF

464 hedge funds and large institutions have $2B invested in Invesco Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-27
Holders Change %
-5.5%
% of All Funds
7.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
46
Increased
145
Reduced
191
Closed
66
Calls
$835K
Puts
$822K
Net Calls
+$13K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Shares
Change %
BJL
176
Brighton Jones LLC
Washington
$590K +$8.81K +767 +2%
HCM
177
Hilton Capital Management
New York
$580K -$61.5K -5,500 -10%
DFA
178
DHK Financial Advisors
New Hampshire
$570K +$8.45K +736 +2%
AWA
179
Aletheian Wealth Advisors
Washington
$560K +$382K +33,270 +215%
ATPW
180
Ashton Thomas Private Wealth
Arizona
$559K +$559K +48,695 New
PPWM
181
Paragon Private Wealth Management
Kentucky
$559K -$19K -1,654 -3%
AWM
182
Apollon Wealth Management
South Carolina
$552K +$329K +28,662 +148%
IWN
183
Independent Wealth Network
Iowa
$543K +$89.1K +7,763 +20%
ACA
184
Atlas Capital Advisors
Wyoming
$512K +$287K +25,000 +128%
SWMG
185
Sanchez Wealth Management Group
Florida
$510K +$15K +1,310 +3%
Manulife (Manufacturers Life Insurance)
186
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$507K +$127K +11,098 +34%
OA
187
Oxbow Advisors
Texas
$506K +$57.9K +5,045 +13%
PIA
188
Perennial Investment Advisors
California
$503K +$244K +21,246 +94%
IA
189
IFG Advisory
Georgia
$503K +$122K +10,625 +32%
LSA
190
Lion Street Advisors
Texas
$502K +$65.7K +5,727 +15%
N
191
Natixis
France
$495K -$23.7K -2,064 -5%
RT
192
Rockland Trust
Massachusetts
$494K +$48.5K +4,226 +11%
IBOK
193
Independence Bank of Kentucky
Kentucky
$493K -$28.7K -2,500 -6%
CIAS
194
Capital Investment Advisory Services
North Carolina
$479K -$87.2K -7,596 -15%
FTS
195
Fifth Third Securities
Ohio
$479K -$21.8K -1,902 -4%
CA
196
Cetera Advisors
Colorado
$477K -$690K -60,118 -59%
FFN
197
Focus Financial Network
Minnesota
$476K +$476K +41,428 New
RFN
198
RDA Financial Network
Iowa
$467K -$45.9K -4,000 -9%
FHA
199
First Horizon Advisors
Tennessee
$466K -$23.8K -2,074 -5%
Northern Trust
200
Northern Trust
Illinois
$465K -$94K -8,190 -17%